Personal Lines Account Manager near Woodstock, GA

Are you looking for a rewarding career in insurance with the potential to grow and thrive? We’re looking for a Personal Lines Account Manager to join our team and help us deliver exceptional service to our clients. This is a unique opportunity to manage a diverse portfolio of personal insurance accounts and earn commission on organic sales — all while building long-term career growth!

What You’ll Do:

• Manage personal lines insurance accounts, including auto, home, renters, and umbrella policies.

• Build and maintain strong client relationships, ensuring satisfaction and retention.

• Identify sales opportunities within your client base and earn commissions through organic growth.

• Provide expert guidance to clients on coverage options, policy updates, and renewals.

• Collaborate with a supportive, goal-oriented team to deliver outstanding service.

What We’re Looking For:

• Previous experience in insurance, account management, or sales is a plus.

• Strong communication skills and a customer-first mindset.

• A self-starter with the ability to identify sales opportunities and grow your book of business.

• A desire to build a long-term career with a company that values your development and success.

• Property & Casualty Insurance License Required 

Why You’ll Love Working Here:

• Great Company Culture – We value teamwork, integrity, and innovation.

• Career Growth – We provide ongoing training and opportunities for advancement.

• Competitive Compensation – Earn commissions on organic sales and be rewarded for your efforts.

• Work-Life Balance – Flexible scheduling and a positive work environment.

If you're ready to grow your career in a supportive and growth-focused environment, we'd love to connect!

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Professional Responsibilities:

• Manage and maintain a portfolio of client accounts, ensuring long-term relationships and client satisfaction
• Analyze employee benefit offerings and provide tailored solutions to clients
• Prepare and deliver renewal presentations in formats suited to each client’s needs
• Stay informed about current carrier products and industry trends
• Foster a growth mindset, focusing on both personal and team development
• Lead educational sessions for clients’ employees, including during Open Enrollment periods
• Advise clients on the administration of benefit plans, compliance, and alternative funding options
• Address client and employee inquiries related to employee benefits programs in a timely and knowledgeable manner
• Manage claim and billing issues, collaborating with clients and carriers to resolve them effectively
• Serve as the point of contact between clients and Third-Party Administrators, including for programs like FSAs and COBRA
• Guide clients through the enrollment process, explaining eligibility, qualifying events, terminations, and plan designs
• Provide ongoing support to maintain, grow, and expand client relationships
• Engage in professional development opportunities to enhance your skills and industry knowledge
• Prioritize daily tasks and seek assistance when necessary to meet deadlines and client expectations
• Meet with clients to address their insurance needs and concerns
• Ensure producers are fully informed of account status and activities
• Continuously build expertise in the employee benefits space to stay at the forefront of industry standards
• Perform other duties as needed to support the client services team
  
  

Qualifications and Requirements:

• Active Health and Life Insurance license
• High school diploma or equivalent; a college degree is preferred
• Strong written and verbal communication skills, with the ability to build rapport with clients
• Proficiency with Microsoft Office Suite and other standard office software
• A team-oriented attitude with a passion for driving growth and success
• Ability to establish and maintain professional working relationships with clients and team members

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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Responsibilities

• Cultivate and maintain relationships with new and existing clients
• Analyze clients' insurance needs and develop comprehensive risk management strategies
• Negotiate and place policies with insurance carriers to meet clients' coverage requirements
• Collaborate with underwriters and producers to ensure timely and accurate policy issuance and account management
• Review and analyze insurance contracts, endorsements, and audits to identify discrepancies and ensure accuracy
• Keep abreast of industry trends, insurance products, and market changes to provide proactive and innovative solutions to clients
• Provide exceptional customer service and respond promptly to client inquiries and service requests
• Develop and implement retention strategies to increase client satisfaction and maintain a high level of client retention
• Meet and exceed sales targets and revenue goals through cross-selling opportunities and account rounding

Qualifications

• Bachelor's degree in Business, Finance, or related field (or equivalent work experience)
• 3+ years of experience in commercial insurance account management or related field
• Proven track record of success in cultivating and managing commercial insurance accounts
• Strong understanding of commercial insurance products, coverages, and underwriting processes
• Excellent communication, negotiation, and presentation skills
• Proficiency in insurance agency management systems and Microsoft Office suite
• A valid insurance license and relevant industry certifications (e.g., CIC, CRM) is a plus

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SENIOR Commercial Insurance Account Manager

Hybrid Role – Near Alpharetta, GA
Salary: $65-85K base + Bonus + 401k + Generous PTO & Benefits

Are you ready to take your insurance career to the next level? Join an established, highly reputable agency that offers not only growth potential but also a vibrant culture where you can thrive!

We’re seeking an experienced Senior Commercial Insurance Account Manager to help manage and expand our middle-market accounts. If you’re passionate about client relationships, providing strategic insurance solutions, and leading with confidence, this could be your perfect fit!

Why You'll Love Working With Us:

• Dynamic Team Environment – Be part of a supportive team that values your expertise and contributions.
• Career Growth Potential – We offer opportunities to grow within the company and take on new challenges.
• Work-Life Balance – Enjoy the flexibility of a hybrid work environment, along with generous vacation and PTO.

What You'll Do:

• Use your full knowledge of insurance products to advise and consult clients on their coverage needs.
• Take charge of your assigned book of business and ensure smooth workflow management.
• Build and maintain strong client relationships, working closely with our sales team to protect and grow clients' business.
• Review policies, endorsements, and proposals for accuracy and completeness, ensuring all processes meet our high standards.
• Oversee the marketing and quoting of new and renewal business, utilizing your industry knowledge to secure the best coverage.
• Handle special projects and collaborate directly with our VP of Commercial Lines to drive initiatives forward.
• Develop strong partnerships with carriers, vendors, and internal teams to ensure outstanding service.

What We're Looking For:

• 10+ years of experience working with middle-market accounts in an agency setting.
• A client-focused professional who excels in insurance mitigation strategies and policy accuracy.
• Organized and capable of delegating tasks effectively while juggling multiple priorities.
• Experience with EPIC or similar agency management systems.
• Strong math, technical, and communication skills to ensure smooth operations and client satisfaction.

Ready to Join Us? We’re looking for someone who is not only experienced but also excited about what the future holds. If you’re ready to make an impact and grow with a company that values its employees, we’d love to hear from you!

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Job Summary

We are seeking an experienced Employee Benefits Account Manager to join our team. The Employee Benefits Account Manager will be responsible for maintaining and servicing a portfolio of employee benefits clients, providing exceptional customer service, and ensuring that client needs are met.

Responsibilities

• Act as the primary point of contact for clients
• Provide personalized service to clients, including plan design, consultation, and ongoing support
• Build and maintain strong relationships with clients to understand their needs and objectives
• Coordinate with internal teams to ensure client satisfaction and retention
• Communicate plan changes, updates, and compliance issues to clients
• Conduct periodic reviews and audits to assess the effectiveness of client benefit plans
• Research industry trends and best practices to recommend enhancements to client plans
• Participate in client presentations and meetings to review plan performance and discuss future strategies

Qualifications/Requirements

• Proven experience as an Employee Benefits Account Manager or in a similar role
• Strong understanding of employee benefits programs, regulations, and compliance requirements
• Knowledge of Affordable Care Act (ACA), ERISA, and HIPAA regulations
• Excellent interpersonal and communication skills
• Ability to build and maintain strong client relationships
• Proficiency in Microsoft Office and Applied EPIC
• Holds an active L&H (Life and Health) License

Compensation Package

• Compensation: Between $60k-$100k (based on experience)
• Competitive benefits package, paid time off, professional development opportunities, etc.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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Personal Insurance Account Manager

Job Summary

Ready for a rewarding career? A growing insurance agency is looking for a Personal Insurance Account Manager with the ability to foster strong client relationships, navigate insurance policies, and deliver top-notch service. If you're a dedicated professional with a passion for insurance and a commitment to excellence, this is your opportunity to excel.

Responsibilities

• Provide comprehensive servicing for a book of business, including handling new business, renewals, endorsements, and cancellations.
• Prequalify and analyze prospects' coverage needs to understand their insurance requirements.
• Gather necessary information to prepare accurate quotes and proposals for clients.
• Provide clients with clear and detailed information about available coverage options.
• Review and assess current coverages of existing clients, advising on necessary adjustments or additional coverage.
• Recommend updates and changes in coverage to ensure clients have high-quality insurance protection.
• Process policy renewals, ensuring clients are informed about upcoming renewals and options.
• Remarket policies when necessary to secure the best coverage and pricing for clients.
• Assist clients with coverage changes, endorsements, and policy updates.
• Handle all service requests promptly and efficiently, addressing client inquiries and concerns.
• Manage direct-billed payments and billing inquiries on behalf of clients, providing assistance and clarification regarding billing questions and issues.
• Serve as the primary point of contact for both English- and Spanish-speaking clients, ensuring excellent customer service and fostering long-term relationships.
• Manage a portfolio of client accounts, providing ongoing support, policy renewals, and addressing client inquiries.
• Collaborate with underwriters, claims adjusters, and other team members to ensure clients’ needs are met.
• Demonstrate adaptability and a willingness to take on other relevant duties to contribute to the agency's overall success.

Qualifications/Requirements

• Knowledge and understanding of various insurance coverages, policies, and terms.
• Excellent written and verbal communication skills.
• The ability to convey complex insurance information in a clear and understandable manner.
• Strong organizational and prioritization skills.
• Proven ability to build and maintain positive client relationships.
• Keen attention to detail when reviewing policies and documents.
• Ability to analyze complex insurance situations and propose effective solutions.

• Holds an active Property and Casualty (P&C) Insurance License.
• Bilingual fluency in English & Spanish - required.
• 3+ years of relevant insurance industry experience preferred.
• Previous experience in personal lines insurance and account management.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $37K-$60K (based on experience) + commission.
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.
• Remote work schedule available.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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Commercial Insurance Account Manager

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverage. Candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.

The ideal candidate will have the following qualifications:

• Experience working with multiple lines coverage.
• Ability to manage a large, established book of business. 
• Prior experience in a client facing role, building and maintaining relationships
• Ability to handle new and renewal business, including coverage review and endorsements.  
• Ability to review insurance contracts for accuracy. 
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Responsible for retention of all accounts assigned to them.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.

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